Real Estate Tour Packages - Homes - Portrait

Intro Video for Nancy Lee of Plum Tree Wealth Strategies


Nancy Lee is a financial adviser and came to us to create a video to communicate who she is and the value she brings to clients. Sounds easy, right? Well, it can, but only if you get the message right.

The biggest problem with anyone giving a self-introduction about themselves or their business is the tendency to well… talk about themselves. What I mean is that most people tend to focus on what they want to say, rather than what their audience wants to hear.

That was the situation when it came to creating Nancy’s video. She had a clear idea about who she is and what she does, but needed to communicate her message in a way that would resonate with her target audience.

The Solution

The first thing we do when it comes to a business promo video or business intro video is to dig deep into what makes the business unique and who they truly serve.

We do this because most business owners get lost in what they do to run their business on a day-to-day basis and may not be aware of why their clients choose to work with them. They may not fully realize what makes their clients connect with them.

That’s why we spend a lot of time at the beginning of working with you to uncover what it is that makes you truly unique and who you truly serve. Once we know what those things are, we can then craft a message that communicates that uniqueness.

In doing this exercise for Nancy, we uncovered her passion for helping people weather the storms of life and how she empowers them to have choices.

The Process

Once we knew what the message should be, we set out to write a script in Nancy’s voice. Writing a script in your voice is extremely important because what you say has to sound like you’re saying it in your own words. This ensures that when you speak on camera, the words you say will be authentic to you, which will help your message further resonate with your audience.

We then spent time rehearsing the script and making small tweaks to word choices so that the words were now 100% Nancy’s. The rehearsal is vital to the success of the video because this is when we can help you nail the delivery of the script. This results in feeling confident and calm when the camera starts rolling, which makes the overall filming process far more efficient.

Another crucial step was designing a “set” in Nancy’s home that fit her brand. We collaborated on a look and style, and we then created the set on the day of shooting.

The Result

The final video is now a showcase piece of marketing collateral for Nancy that communicates the right message to the right audience. The video can now help her convert leads into potential clients, while also ensuring that her message is consistent and can be delivered anytime day or night.

Contact us to get a business intro or self-intro video that delivers results.



March 18, 2022